We as parents want the very best for all our children.
However, if you have a child with additional needs, it is so important to help them reach their goals and make them as independent as possible.

We can guide you through the many positive steps parents can take to significantly improve their child’s future financial independence. With our expertise and by attending our Trust Planning Workshop we can guide every parent on:

Let us show you how to create financial independence for your child long after you are not around to care for them.
We run workshops throughout Ireland to inform parents of critical information that is essential to create a brighter financial future. Click on the Workshop Tab to find out about a workshop near you.

Latest News

I had my car serviced for the first time in a local garage and was informed that one of my tyres was ripped and needed replacing and it would cost €125. I informed the mechanic I had a spare tyre and instead could he just swap the tyre. When I turned up to collect my […]

Online Trust Workshops

What Our Families Say

We availed of the services of “Financial Wellbeing” in setting up a Trust Fund on our Son’s behalf. We found Allan to be very knowledgeable on this, and many other associated subjects, such as Wills, Entitlements, Benefits and Taxes. He explained in simple language, what could be very complicated matters at times. We were impressed with Alan’s understanding, of the problems associated with Financial Situations of persons with Special Needs, and would highly recommend his Services.
He continues to provide advice etc. on an ongoing basis. We are glad we availed of his Services, to secure our Son’s Financial Future,-